Deane Retirement Strategies, Inc. Portfolio Holdings

Deane Retirement Strategies, Inc.

  • $201 Million
  • Q3 2024

Deane Retirement Strategies, Inc. has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Short Term Trea with a value of $16.1M, Vanguard with a value of $16.1M, Vanguard Sht Trm Inflt Prot Fd with a value of $12.4M, Ishares Trishares 0 3 Mnth Tre with a value of $12.2M, and Vanguard Ftse All World Ex Us with a value of $11.7M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $189M to 201M.

Below you can find more details about Deane Retirement Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $201 Million
ETFs: $112 Million
Technology: $17.6 Million
Financial Services: $15.2 Million
Energy: $13.7 Million
Communication Services: $10.2 Million
Healthcare: $8.09 Million
Consumer Cyclical: $7.99 Million
Basic Materials: $7.56 Million
Other: $8.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62B
$69,000 0.03% of portfolio
2,654
Q3 2024 Added 22.36%
$176B
$51,000 0.03% of portfolio
536
Q2 2023 Reduced 97.0%
$172B
$32,000 0.02% of portfolio
100
Q3 2019 Reduced 23.66%
$110B
$20,000 0.01% of portfolio
206
Q2 2024 Reduced 99.29%
$0
$21,000 0.01% of portfolio
50
Q4 2019 Reduced 58.33%
$0
$11,000 0.01% of portfolio
168
Q3 2024 Added 5.66%
$0
$3,000 0.0% of portfolio
69
Q3 2024 New
$0
$3,000 0.0% of portfolio
49
Q3 2024 New
$0
$3,000 0.0% of portfolio
124
Q3 2024 New
$0
$2,000 0.0% of portfolio
33
Q3 2024 New
Linde PLC Shs
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.33%
$0
$10,000 0.0% of portfolio
378
Q3 2024 New
$0
$10,000 0.0% of portfolio
205
Q3 2024 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.12%
$0
$10,000 0.0% of portfolio
416
Q3 2024 Reduced 45.19%
$7.84B
$4,000 0.0% of portfolio
94
Q2 2024 New
$70.2B
$4,000 0.0% of portfolio
100
Q3 2017 New
Ge Vernova Inc Com
-
$0 0.0% of portfolio
-
Q2 2024 New
Ge Healthcare Technologies Inc Common Stock
-
$0 0.0% of portfolio
-
Q1 2023 New
$211B
$2,000 0.0% of portfolio
14
Q3 2021 New
$31.8B
$5,000 0.0% of portfolio
50
Q3 2017 New
$244B
$0 0.0% of portfolio
2
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $201 Million
  • Prior Value $189 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Deane Retirement Strategies, Inc. Portfolio

Follow Deane Retirement Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Deane Retirement Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Deane Retirement Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email